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Ozbee TEAM Software
by Ozbee LLCSalesforcePaid
Manage specialty-contractor sales, projects, work orders, reporting, and certifications in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
Ozbee Team Software supports specialty contractors with sales opportunities, quotes, contracts, project tracking, resource management, and project profitability analysis. It stores job-site address information and links it with operational data. Users can create scopes of work, define production stages, schedule projects, and record daily project events. The software also records repair work-order costs, billings, employee certifications, and Tool Box Talks attendance.
Key capabilities
from the Salesforce AppExchange listingSales management
Users can create and manage sales opportunities, quotes, and contracts.
Job-site tracking
The Building feature stores job-site address information and connects it with operational data.
Scope creation
The Scope of Work feature provides customizable templates and editing for project descriptions.
Production workflows
The production job feature defines stages and fields, supports departmental handoffs, and creates schedules from project scopes.
Project reporting
The Daily Report records project events using customizable templates.
Work-order costing
Users can record products, labor, and other resources for repair and maintenance work orders and calculate costs and billings when work orders are completed.
Certification tracking
The software tracks employee certifications and Tool Box Talks attendance, including certification status through QR codes.
Who it's for
The software is for specialty contractors and teams managing their projects and operations.
How it compares
Ozbee Team Software combines specialty-contractor sales, project production, repair work-order costing, and employee certification tracking. HardHat: The Connected Construction Solution covers construction phases, while its description does not specify Ozbee's sales, repair-cost, or certification functions.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| HardHat: The Connected Construction Solution | Paid | Cloud |
In the catalog
71 plugins in Salesforce Platform · Project Management
Price distribution: 26 free, 4 freemium, 41 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Introducing Ozbee Team Software, the revolutionary CRM platform designed to transform the specialty contractor industry. Developed by a fourth-generation roofing company, who struggled with multiple CRM systems that didn't meet their specific needs. Ozbee Team Software offers a unified and comprehensive solution to …»